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BOK Financial Private Wealth’s M&T Bank MTB Stock Holding History

BOK Financial Private Wealth’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.8K Hold
91
– – ﹤0.01% 317
2025
Q4 		$18.3K Hold
91
– – ﹤0.01% 360
2025
Q3 		$18K Hold
91
– – ﹤0.01% 309
2025
Q2 		$17.7K Hold
91
– – ﹤0.01% 330
2025
Q1 		$16.3K Sell
91
-7
-7% -$1.33K ﹤0.01% 358
2024
Q4 		$18.4K Buy
+98
New +$19.5K ﹤0.01% 334

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BOK Financial Private Wealth's MTB Position: Q1 2026 in Review

BOK Financial Private Wealth held its M&T Bank (MTB) position steady in Q1 2026 at 91 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

BOK Financial Private Wealth first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • BOK Financial Private Wealth held 91 shares of M&T Bank worth $18.8K as of Q1 2026.
  • BOK Financial Private Wealth left its M&T Bank share count unchanged in Q1 2026.
  • M&T Bank made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #317 holding.
  • BOK Financial Private Wealth first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.